Slide 1 - Elance by dffhrtcv3



The Higgins & Wehmeyer Group
    UBS Financial Services Inc.
          2310 Route 34, Suite 2A
           Manasquan, NJ 08736
             tel: 732-223-4812
             fax: 732-223-5911
The Higgins & Wehmeyer Group
Mission Statement
Our mission is simple – to help our clients
enjoy all the rewards inherent in a carefully
planned, financially secure future. We work
intelligently and with the utmost integrity to
grow your assets and protect your
accumulated wealth.
We accomplish this by:
-     Delivering exceptional service and
openly sharing our vast industry knowledge
and experience
-     Providing expert advice, seasoned          Charles Wehmeyer, Rose Wehmeyer,
counsel, and careful management of your           Joseph Higgins and Janet Iglesias
hard-earned assets
-     Tailoring practical strategies using
today's most sophisticated investment and
wealth management tools
Meet The Higgins & Wehmeyer Group
Joseph Higgins
Senior Vice President – Investments

Joseph “Joe” Higgins has been providing financial advice to individuals, families and
businesses since 1983. By developing a thorough understanding of each client’s goals
and risk tolerance, he develops a customized strategy for each situation.

Joe considers his client’s whole life, taking time to understand the individual, business or
industry. He knows that priorities can change from time to time as we encounter
unforeseen challenges personally or professionally.           With over two decades of
experience, Joe has had many opportunities to successfully advise and counsel clients as
they transitioned through these different stages of life.

In his continuing dedication to best meet the needs of his retiree and pre-retiree clients,
Joe earned the Chartered Retirement Planning Counselor (CRPC®) designation from the
College of Financial Planning in May, 2004. Although he is experienced in stock option
exercises, Rule 144 sales and concentrated stock position strategies, he regularly calls on
the team of UBS specialists in Insurance, Trusts, Banking and Wealth Management to
complement and expand his range of products and services.

Joe attended Seton Hall University and received a B.S. in Accounting. At his previous
firm, he earned the Quarter Century Club® designation as well multiple years’ President’s
Club® awards, an honor bestowed upon the top financial advisors.                               The Higgins & Wehmeyer Group

Giving back to the community is important to Joe, having served on the boards of the           UBS Financial Services Inc.
American Heart Association, Coastal Habitat for Humanity, Senior Citizens’ Activity
Network (SCAN) and the Monmouth Ocean Foundation for Children. He is a mentor at
the Seton Hall University Career Center. Additionally, he is a member of the Brielle           2310 Route 34, Suite 2A
Chamber of Commerce where he has served as President for the past two years.                   Manasquan, NJ 08736
                                                                                               tel: 732-223-4812
Joe enjoys golf, fishing and cooking. He lives in Monmouth County, New Jersey. He has          fax: 732-223-5911
X children and dotes on his X grandchildren every spare moment he gets.                        E-mail:
Meet The Higgins & Wehmeyer Group
Rose D. Wehmeyer
Senior Vice President – Investments
Although Rose Wehmeyer has been a Financial Advisor (FA) over 20
years, she actually began her career as an educator in Brick Township,
New Jersey, where she was voted an “Outstanding Educator”,
teaching biology, chemistry and science.

Rose’s financial services career started when she suddenly and
tragically found herself a young widow. Wanting desperately to
provide for her children’s future and create a legacy for their family,
she leveraged her own personal learning experiences to form trusting
bonds with kindred clients in similar situations, especially current and
former educators and other retirees. As a result of her unique skills
and talents, she’s received many prestigious awards in recognition of
her outstanding performance during her successful career.
                                                                           The Higgins & Wehmeyer Group
Continuing her love of teaching, Rose has taught several adult
education classes on topics close to her heart, such as Women and          UBS Financial Services Inc.
Financial Issues and Suddenly Single.
                                                                           2310 Route 34, Suite 2A
Rose is a graduate of Fairleigh Dickinson University and Georgetown        Manasquan, NJ 08736
University with a B.S. degree in Biology and Nursing. She currently        tel: 732-223-4816
resides in Brick Township, NJ as she has for over 40 years. Her            fax: 732-223-5911
hobbies include gardening, fishing, spoiling her grandkids, and doting     E-mail:
on her Havanese dog.
Meet The Higgins & Wehmeyer Group
Charles P. Wehmeyer
Vice President – Investments

Following in his mother Rose’s footsteps, Charles Wehmeyer has
been a successful financial advisor for more than 20 years. He’s
dedicated to helping his clients plan for their financial security and
comfortable retirement. It’s not just his job -- it's his passion, having
practically “grown up” in the business.

First, he will take time to carefully evaluate your current situation and
thoroughly understand your personal and professional goals. Only
then can he develop and customize the most efficient strategies to
maximize your asset growth and protect your accumulated wealth
throughout your retirement.

Charles is a graduate of Mount St. Mary’s College and the University        The Higgins & Wehmeyer Group
of Maryland, receiving his B.S. in Business/Finance. He and his wife,
Karen, live in Point Pleasant, NJ with their two sons, Matthew and          UBS Financial Services Inc.
                                                                            2310 Route 34, Suite 2A
Charles stays active in his local community by serving on the Board of      Manasquan, NJ 08736
Directors of Seashore Family Services and the Battered Women’s              tel: 732-223-4814
Shelter and the Diabetes Association.                                       fax: 732-223-5911
In his free time, Charles enjoys golf, fishing, and baseball.

To top